Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Freedman is an investment advisor representative at Tiaa-Cref Individual & Institutional Services, LLC. Megan is licensed in Maine, Connecticut, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island and Vermont. She has been in the securities industry since April 8, 2006. Megan has passed Series 6, 7, 24, 26, 63, 65 and 66 exams. In addition to being registered as an investment advisor representative, Megan also holds a Series 24 and 26 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
ME
12/15/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BROOKSVILLE ME)
CO
11/08/2005 - 09/13/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 12/14/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 07/15/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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